Connect Zoho Mail and ATZ CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Email
New Email Matching Search
Choose an Action
Automatically do this!
Create Candidate
Update candidate
Create Contact
Update Contact
Create Organization
Update Deal
Create job opening
Update Organization
Update Job
Ready to use Zoho Mail and ATZ CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Email
Triggers when new email received.
New Email Matching Search
Triggers when you recieve a new email that matches the given condition.
Add contact
Add a new contact to ATZ CRM.
Add candidate
Create a candidate profile in ATZ CRM for tracking and follow-up.
Update Candidate
Update a candidate's details in ATZ CRM.
Delete candidate
Remove a candidate record from ATZ CRM.
Do thisActions
Action is the task that follows automatically within your Zoho Mail integrations.
Create Draft
Create a new draft email.
Create Folder
Creates a new folder.
Create Label
Creates a new label in zoho mail.
Send Email
Send an email from a Zoho Mail account to one or more recipients, with optional CC/BCC, subject, HTML or plain-text body.
Get User Signatures
Gets a list of all users' email signatures.
Create Candidate
Creates a new candidate in ATZ CRM using the provided details and returns the created candidate record.
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Frequently Asked Questions
To start, connect both your Zoho Mail and ATZ CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Mail triggers actions in ATZ CRM (or vice versa).
Absolutely. You can customize how Zoho Mail data is recorded in ATZ CRM. This includes choosing which data fields go into which fields of ATZ CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Mail and ATZ CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Mail and ATZ CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Mail
Zoho Mail provides encrypted, ad-free email hosting with custom domains, IMAP/POP/SMTP support, robust admin controls, and enterprise-grade security for business communication.
Learn MoreAbout ATZ CRM
ATZ CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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